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Morningstar
MORN

Overview Fund Activity

146 hedge funds and large institutions have $1.3B invested in Morningstar in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 30 closing their positions.

Holders
146
Holders Change
-23
Holders Change %
-13.61%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
66
Reduced
43
Closed
30
Calls
$904K
Puts
$1.81M
Net Calls
-$906K
Net Calls Change
-$515K

Top Buyers

1
BlackRock
1
BlackRock
New York
$63.8M
2
Norges Bank
2
Norges Bank
Norway
$23.4M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$30.7M
4
CIP
4
Champlain Investment Partners
Vermont
$27.4M
5
BTW
5
Boston Trust Walden
Massachusetts
$18.6M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$8.58M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$102M
3
ACM
3
Atlanta Capital Management
Georgia
$251M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$7.68M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$4.29M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
76
Aperio Group
California
$694K 8,861 +153 +2%
FA
77
FDx Advisors
Illinois
$687K 8,767 -73 -0.8%
Citigroup
78
Citigroup
New York
$642K 8,198 +230 +3%
Legal & General Group
79
Legal & General Group
United Kingdom
$599K 7,644 +127 +2%
Ameriprise
80
Ameriprise
Minnesota
$562K 7,173 +2,599 +57%
AA
81
ALPS Advisors
Colorado
$471K 6,018 +16 +0.3%
Bank of Nova Scotia
82
Bank of Nova Scotia
Ontario, Canada
$451K 5,760 – –
Barclays
83
Barclays
United Kingdom
$435K 5,550 +1,101 +25%
HK
84
Horizon Kinetics
New York
$400K 5,111 -60 -1%
M&T Bank
85
M&T Bank
New York
$395K 5,048 +963 +24%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$322K 4,126 +347 +9%
GT
87
Glenmede Trust
Pennsylvania
$318K 4,066 – –
RQS
88
Ramsey Quantitative Systems
Kentucky
$309K 5,974 -3,567 -37%
PG
89
PEAK6 Group
Illinois
$300K 3,830 +2,910 +316%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$296K 3,774 +160 +4%
AP
91
AHL Partners
United Kingdom
$287K 3,665 – –
CB
92
Commerce Bank
Missouri
$285K 3,634 – –
ACI
93
AMP Capital Investors
Australia
$283K 3,616 – –
Verition Fund Management
94
Verition Fund Management
Connecticut
$278K 3,551 +3,551 New
PHS
95
Pekin Hardy Strauss
Illinois
$277K 3,536 +1 +0%
AB
96
Amalgamated Bank
New York
$275K 3,509 +896 +34%
URS
97
Utah Retirement Systems
Utah
$274K 3,490 +200 +6%
Public Employees Retirement Association of Colorado
98
Public Employees Retirement Association of Colorado
Colorado
$265K 3,383 +29 +0.9%
RJA
99
Raymond James & Associates
Florida
$258K 3,298 -7 -0.2%
FMW
100
Farr Miller & Washington
District of Columbia
$253K 3,226 +3,226 New
2 3
4
5 6